WisdomTree, Inc. (WT) — Institutional Holders, Q2 2026 (page 18)
2,408 institutional investment managers reported a WT position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $61.7B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1,701 to 1,800. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
WT 13F holders ranked 1,701–1,800 of 2,408
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1701 | Cypress Point Wealth Management#1701 · 17,633 sh | 17,633 | $565.2K | 0.12% | 0.0% |
| 1702 | Rockbridge Investment Management, LCC#1702 · 8,862 sh | 8,862 | $562.5K | 0.05% | -2.3% |
| 1703 | Capstone Financial Advisors#1703 · 12,925 sh | 12,925 | $562.0K | 0.03% | +1.1% |
| 1704 | RETIREMENT CAPITAL STRATEGIES#1704 · 11,161 sh | 11,161 | $562.0K | 0.20% | -90.1% |
| 1705 | ALPS ADVISORS#1705 · 33,108 sh | 33,108 | $560.9K | <0.01% | +2.0% |
| 1706 | LS Investment Advisors#1706 · 5,800 sh | 5,800 | $558.7K | — | 0.0% |
| 1707 | Summa#1707 · 11,030 sh | 11,030 | $555.7K | 0.17% | +169.7% |
| 1708 | Pitcairn Wealth Advisors#1708 · 9,171 sh | 9,171 | $555.0K | 0.06% | +95.1% |
| 1709 | ASSOCIATED BANC#1709 · 5,756 sh | 5,756 | $554.4K | 0.01% | 0.0% |
| 1710 | State of Tennessee, Treasury Department#1710 · 32,299 sh | 32,299 | $547.1K | <0.01% | +26.9% |
| 1711 | J. Team Financial#1711 · 3,152 sh | 3,152 | $547.0K | 0.53% | +10.5% |
| 1712 | YOUSIF CAPITAL MANAGEMENT#1712 · 32,268 sh | 32,268 | $546.6K | — | +4.7% |
| 1713 | OneAscent Family Office#1713 · 7,616 sh | 7,616 | $545.8K | 0.28% | -8.1% |
| 1714 | BCS Wealth Management#1714 · 6,497 sh | 6,497 | $544.5K | 0.10% | 0.0% |
| 1715 | BTG Pactual Asset Management US#1715 · 7,548 sh | 7,548 | $543.9K | 0.03% | -41.0% |
| 1716 | Tillman Hartley#1716 · 6,458 sh | 6,458 | $541.1K | 0.12% | -0.4% |
| 1717 | WATERSHED PRIVATE WEALTH#1717 · 8,356 sh | 8,356 | $540.7K | 0.15% | 0.0% |
| 1718 | May Barnhard Investments#1718 · 5,647 sh | 5,647 | $540.0K | — | 0.0% |
| 1719 | Elk River Wealth Management#1719 · 4,742 sh | 4,742 | $539.1K | 0.09% | 0.0% |
| 1720 | SG Americas Securities#1720 · 31,735 sh | 31,735 | $538.0K | <0.01% | -38.6% |
| 1721 | BAROMETER CAPITAL MANAGEMENT#1721 · 3,100 sh | 3,100 | $537.9K | 0.15% | -18.4% |
| 1722 | LANGLEY WEALTH MANAGEMENT#1722 · 3,091 sh | 3,091 | $536.4K | 0.52% | — |
| 1723 | SIERRA SUMMIT ADVISORS#1723 · 5,600 sh | 5,600 | $535.5K | — | 0.0% |
| 1724 | Nelson Capital Management#1724 · 4,700 sh | 4,700 | $534.3K | 0.06% | 0.0% |
| 1725 | Future Financial Wealth Managment#1725 · 5,597 sh | 5,597 | $531.7K | — | +0.1% |
| 1726 | Harfst & Associates#1726 · 4,676 sh | 4,676 | $531.6K | — | -7.1% |
| 1727 | South Shore Capital Advisors#1727 · 3,060 sh | 3,060 | $531.0K | — | 0.0% |
| 1728 | Synergy Financial Management#1728 · 24,698 sh | 24,698 | $530.8K | 0.05% | New |
| 1729 | Welch Group#1729 · 3,058 sh | 3,058 | $530.6K | 0.02% | +18.0% |
| 1730 | Brown Miller Wealth Management#1730 · 9,759 sh | 9,759 | $528.1K | 0.13% | New |
| 1731 | Rooted Wealth Advisors#1731 · 7,153 sh | 7,153 | $527.2K | 0.13% | -0.4% |
| 1732 | MITCHELL MCLEOD PUGH & WILLIAMS#1732 · 5,458 sh | 5,458 | $525.7K | 0.06% | 0.0% |
| 1733 | Essex Savings Bank#1733 · 8,400 sh | 8,400 | $522.1K | — | 0.0% |
| 1734 | State of Wyoming#1734 · 30,757 sh | 30,757 | $521.0K | 0.05% | -46.2% |
| 1735 | Aquatic Capital Management#1735 · 30,749 sh | 30,749 | $520.9K | 0.02% | New |
| 1736 | Aviance Capital Partners#1736 · 8,736 sh | 8,736 | $520.7K | 0.05% | +0.1% |
| 1737 | Man Group plc#1737 · 30,664 sh | 30,664 | $519.4K | <0.01% | -96.7% |
| 1738 | MASECO LLP#1738 · 5,315 sh | 5,315 | $519.0K | — | +66.5% |
| 1739 | CANADA PENSION PLAN INVESTMENT BOARD#1739 · 30,600 sh | 30,600 | $518.4K | <0.01% | -27.8% |
| 1740 | Leelyn Smith#1740 · 5,402 sh | 5,402 | $516.5K | 0.06% | 0.0% |
| 1741 | GAMMA Investing#1741 · 10,657 sh | 10,657 | $516.5K | — | +10.0% |
| 1742 | TD ASSET MANAGEMENT#1742 · 30,442 sh | 30,442 | $515.7K | <0.01% | +12.4% |
| 1743 | Heritage Wealth Management, /Texas#1743 · 5,349 sh | 5,349 | $515.2K | 0.20% | 0.0% |
| 1744 | Fort Point Capital Partners#1744 · 5,166 sh | 5,166 | $514.8K | 0.04% | New |
| 1745 | Cascade Investment Advisors#1745 · 10,219 sh | 10,219 | $514.5K | 0.28% | +20.1% |
| 1746 | Kuhn & Investment Counsel#1746 · 9,677 sh | 9,677 | $514.3K | 0.30% | +255.1% |
| 1747 | Triton Wealth Management, PLLC#1747 · 8,264 sh | 8,264 | $512.4K | 0.16% | -91.4% |
| 1748 | Kohmann Bosshard Financial Services#1748 · 5,333 sh | 5,333 | $511.6K | 0.04% | -34.9% |
| 1749 | PDS Planning#1749 · 5,328 sh | 5,328 | $509.5K | 0.03% | -1.3% |
| 1750 | Runnymede Capital Advisors#1750 · 2,927 sh | 2,927 | $507.9K | 0.30% | +0.9% |
| 1751 | RPS ADVISORY SOLUTIONS#1751 · 10,042 sh | 10,042 | $505.6K | 0.33% | +60.9% |
| 1752 | Tandem Investment Partners#1752 · 6,025 sh | 6,025 | $504.8K | — | -21.4% |
| 1753 | Vanguard Investments Australia, Ltd.#1753 · 29,784 sh | 29,784 | $504.5K | <0.01% | 0.0% |
| 1754 | ADAR1 Capital Management#1754 · 10,000 sh | 10,000 | $503.5K | 0.02% | 0.0% |
| 1755 | Auour Investments#1755 · 2,891 sh | 2,891 | $501.6K | — | +38.5% |
| 1756 | TWIN CAPITAL MANAGEMENT#1756 · 11,536 sh | 11,536 | $501.6K | 0.05% | New |
| 1757 | Heritage#1757 · 8,863 sh | 8,863 | $500.9K | 0.04% | 0.0% |
| 1758 | Vanguard National#1758 · 6,622 sh | 6,622 | $500.6K | 0.03% | 0.0% |
| 1759 | Avory & Company#1759 · 15,267 sh | 15,267 | $500.6K | — | +0.7% |
| 1760 | PRUDENT INVESTORS NETWORK#1760 · 9,936 sh | 9,936 | $500.3K | 0.10% | 0.0% |
| 1761 | EVERETT HARRIS#1761 · 9,900 sh | 9,900 | $498.5K | — | -27.7% |
| 1762 | Roundview Capital#1762 · 9,900 sh | 9,900 | $498.5K | 0.03% | 0.0% |
| 1763 | EQUITABLE#1763 · 5,149 sh | 5,149 | $496.0K | — | 0.0% |
| 1764 | Quadcap Wealth Management#1764 · 9,856 sh | 9,856 | $493.3K | 0.05% | +1.6% |
| 1765 | NICOLET BANKSHARES#1765 · 5,084 sh | 5,084 | $489.7K | 0.02% | 0.0% |
| 1766 | Panoramic Capital Partners#1766 · 10,146 sh | 10,146 | $488.8K | 0.23% | +111.4% |
| 1767 | Sharkey, Howes & Javer#1767 · 11,323 sh | 11,323 | $487.8K | — | -5.5% |
| 1768 | PERSONAL CFO SOLUTIONS#1768 · 28,664 sh | 28,664 | $485.6K | 0.07% | +0.9% |
| 1769 | OREGON PUBLIC EMPLOYEES RETIREMENT FUND#1769 · 28,604 sh | 28,604 | $484.6K | <0.01% | +8.7% |
| 1770 | PRAIRIE ADVISORY#1770 · 10,518 sh | 10,518 | $484.4K | — | — |
| 1771 | Stelac Advisory Services#1771 · 10,834 sh | 10,834 | $482.3K | 0.09% | -93.4% |
| 1772 | Legacy Private#1772 · 5,031 sh | 5,031 | $481.1K | — | 0.0% |
| 1773 | Boston Common Asset Management#1773 · 8,500 sh | 8,500 | $480.4K | — | 0.0% |
| 1774 | Susquehanna Portfolio Strategies#1774 · 28,345 sh | 28,345 | $480.2K | <0.01% | -65.6% |
| 1775 | KLP KAPITALFORVALTNING AS#1775 · 28,300 sh | 28,300 | $479.4K | <0.01% | 0.0% |
| 1776 | HANTZ FINANCIAL SERVICES#1776 · 11,967 sh | 11,967 | $479.0K | <0.01% | +1.4% |
| 1777 | CORA CAPITAL ADVISORS#1777 · 4,964 sh | 4,964 | $478.1K | 0.13% | 0.0% |
| 1778 | Midwest Financial Network#1778 · 9,494 sh | 9,494 | $478.0K | — | -14.4% |
| 1779 | Hardy Reed#1779 · 4,986 sh | 4,986 | $476.8K | 0.03% | 0.0% |
| 1780 | Forefront Analytics#1780 · 7,020 sh | 7,020 | $475.9K | 0.52% | -14.7% |
| 1781 | ZRC WEALTH MANAGEMENT#1781 · 10,876 sh | 10,876 | $474.7K | — | -2.4% |
| 1782 | INTEGRAL INVESTMENT ADVISORS#1782 · 11,580 sh | 11,580 | $471.1K | 0.10% | 0.0% |
| 1783 | Objective Capital Management#1783 · 4,921 sh | 4,921 | $470.5K | — | +0.2% |
| 1784 | Fairman Group#1784 · 6,576 sh | 6,576 | $469.5K | — | -17.9% |
| 1785 | Legacy Capital Group California#1785 · 8,677 sh | 8,677 | $469.5K | 0.14% | New |
| 1786 | Asset Management One , Ltd.#1786 · 27,662 sh | 27,662 | $468.6K | — | New |
| 1787 | FOSTER DYKEMA CABOT & PARTNERS#1787 · 4,736 sh | 4,736 | $468.4K | 0.03% | 0.0% |
| 1788 | Steigerwald, Gordon & Koch#1788 · 5,491 sh | 5,491 | $468.1K | 0.05% | -2.4% |
| 1789 | OXFORD FINANCIAL GROUP, LTD.#1789 · 9,854 sh | 9,854 | $467.8K | 0.02% | 0.0% |
| 1790 | Tulsa Wealth Advisors#1790 · 9,827 sh | 9,827 | $466.5K | 0.07% | +2.4% |
| 1791 | Ares Systematic Credit Ltd#1791 · 27,517 sh | 27,517 | $466.1K | 0.28% | New |
| 1792 | Breakwater Investment Management#1792 · 7,067 sh | 7,067 | $465.7K | — | -8.4% |
| 1793 | Zhang Financial#1793 · 5,015 sh | 5,015 | $465.5K | 0.01% | -55.8% |
| 1794 | Global Strategic Investment Solutions#1794 · 4,853 sh | 4,853 | $464.1K | — | +0.3% |
| 1795 | FAIRVIEW CAPITAL INVESTMENT MANAGEMENT#1795 · 4,845 sh | 4,845 | $463.4K | 0.02% | 0.0% |
| 1796 | Sargent Investment Group#1796 · 6,075 sh | 6,075 | $460.4K | 0.06% | 0.0% |
| 1797 | Congress Park Capital#1797 · 10,740 sh | 10,740 | $459.5K | — | +1.9% |
| 1798 | Park Place Capital#1798 · 4,804 sh | 4,804 | $459.4K | 0.07% | +0.1% |
| 1799 | Clarus Group#1799 · 4,787 sh | 4,787 | $457.7K | — | 0.0% |
| 1800 | VANCE WEALTH#1800 · 6,150 sh | 6,150 | $457.3K | 0.10% | -55.7% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.